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W.R. Berkley
WRB

Overview Fund Activity

659 hedge funds and large institutions have $11B invested in W.R. Berkley in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.51%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.18%
New
73
Increased
233
Reduced
228
Closed
61
Calls
$3.76M
Puts
$4.13M
Net Calls
-$375K
Net Calls Change
+$835K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$522M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$72.9M
4
Victory Capital Management
Victory Capital Management
Texas
$358M
5
Morgan Stanley
Morgan Stanley
New York
$830M

Top Sellers

1
Millennium Management
Millennium Management
New York
$61.7M
2
Citadel Advisors
Citadel Advisors
Florida
$44.9M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$144K
5
Man Group
Man Group
United Kingdom
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEA
351
Stegent Equity Advisors
Texas
$801K -$6.98K -165 -0.9%
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$800K +$12.7K +300 +2%
PA
353
Procyon Advisors
Connecticut
$772K -$10.7K -252 -1%
IGAM
354
iA Global Asset Management
Quebec, Canada
$758K -$31.7K -748 -4%
CW
355
Connectus Wealth
Ohio
$751K – – –
OTPPB
356
Ontario Teachers' Pension Plan Board
Ontario, Canada
$751K +$751K +17,733 New
HPC
357
HM Payson & Co
Maine
$730K – – –
TC
358
TownSquare Capital
Utah
$718K +$104K +2,465 +17%
API
359
Advisor Partners II
California
$714K +$167K +3,954 +31%
YIA
360
YHB Investment Advisors
Connecticut
$685K – – –
SA
361
SRN Advisors
Pennsylvania
$676K +$13.1K +309 +2%
PCM
362
Parsons Capital Management
Rhode Island
$676K – – –
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$663K +$38.1K +900 +6%
WQ
364
Wealth Quarterback
New Jersey
$662K +$15K +354 +2%
DA
365
Duality Advisers
Florida
$657K +$657K +15,512 New
PAG
366
Private Advisor Group
New Jersey
$646K +$201K +4,758 +45%
MGP
367
Metis Global Partners
California
$640K +$72.1K +1,704 +13%
US Bancorp
368
US Bancorp
Minnesota
$640K +$58.2K +1,374 +10%
LCM
369
LRT Capital Management
Texas
$636K -$1.1M -25,968 -63%
EGM
370
Engineers Gate Manager
New York
$634K -$611K -14,428 -49%
Swedbank
371
Swedbank
Sweden
$625K – – –
WS
372
Wedbush Securities
California
$618K +$618K +14,601 New
ETC
373
Exchange Traded Concepts
Oklahoma
$615K +$29K +684 +5%
CA
374
Claro Advisors
Massachusetts
$614K +$614K +14,514 New
LA
375
LVW Advisors
New York
$610K -$50.1K -1,183 -8%
13 14
15
16 17